ACTEC Trust & Estate Talk

ACTEC Trust & Estate Talk

By The American College of Trust and Estate Counsel | ACTECBusinessGovernmentInvesting
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ACTEC Trust & Estate Talk episodes

  • COVID-19 and American's Nursing Homes

    COVID-19 has ravaged U.S. nursing homes. Professor David English offers valuable information, resources and guidance for 2020 and beyond.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    11 min
  • Gifts to Married Beneficiaries Living in Community Property States

    Gifts of assets, securities or cash to beneficiaries in community property states can be complicated. Here's what you need to know.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    13 min
  • Potential Anti-Abuse Rules and a Client's Remaining Gift Tax Exemption

    Learn about the risks of using gift and estate tax exemption potential anti-abuse regulations that are set to expire in 2025.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    12 min
  • Truth, Transparency, and the Right of Privacy | Part 3 of 3

    The conclusion of the lecture "Truth, Transparency, and the Right of Privacy." Duncan E. Osborne shares his views on balancing attorney-client privilege and an individual's right to privacy.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    27 min
  • Truth, Transparency, and the Right of Privacy | Part 2 of 3

    Part 2 of the lecture "Truth, Transparency, and the Right of Privacy." Duncan E. Osborne, a chair of the Financial Action Task Force (FATF) and past-president of ACTEC, shares lessons learned from FATF.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    16 min
  • Truth, Transparency, and the Right of Privacy | Part 1 of 3

    Part 1 of the Annual Trachtman Lecture: "Truth, Transparency, and the Right of Privacy" from Duncan E. Osborne, a chair of the Financial Action Task Force (FATF) and past-president of ACTEC.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    16 min
  • Truth, Transparency, and the Right of Privacy | Synopsis

    A discussion of how truth, transparency, and an individual's right to privacy affect attorney-client privilege and the law.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    4 min
  • How DNA Testing is Shaking Up Estate Plans

    A discussion of the impact of DNA testing on inheritance, intestacy laws, surrogacy, and use of frozen embryos postmortem.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    13 min
  • Family Office Investment Partnerships

    An estate planning expert explains the potential business planning issues when giving a family office an interest in an investment partnership it manages.

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    9 min
  • Enforcement of Charitable Donation Restrictions

    An explanation of what donors need to consider when making a charitable donation to a nonprofit? What restrictions need to be thought through?

    The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

    11 min

About ACTEC Trust & Estate Talk

From the publisher's feed

ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and…

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